Sales Cloud Customer Classification
The service used to maintain classifications for a party that already exists.
Life Cycle Status: Active
QName: {http://xmlns.oracle.com/apps/crmCommon/salesParties/customerClassificationService/}CustomerClassificationService
Service WSDL URL: https://servername/crmService/CustomerClassificationService?WSDL
Logical Business Objects
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CRM : Trading Community Model : Account
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CRM : Trading Community Model : Account
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CRM : Trading Community Model : Account
Relationships
The following table describes how this service data object is related to other service data objects or business object services.
| Relationship Type | Object or Service |
|---|---|
|
Handles |
Operations
getCustomerClassification
The operation retrieves the customer classification details based on the primary key identifier.
Life Cycle Status: Active
Request Payload
| Element Name | Type | Description |
|---|---|---|
|
codeAssignmentId |
long |
The operation for code assignment identifier. |
Response Payload
| Element Name | Type | Description |
|---|---|---|
|
result |
The customer classification that matches the inbound key attributes. |
createCustomerClassification
The operation creates a new classification association.
Life Cycle Status: Active
Request Payload
| Element Name | Type | Description |
|---|---|---|
|
customerClassification |
Sales Cloud Customer Classification |
The customer classification to be associated. |
Response Payload
| Element Name | Type | Description |
|---|---|---|
|
result |
{http://xmlns.oracle.com/apps/crmCommon/salesParties/customerClassificationService/}CustomerClassificationResult |
The customer classification which is created. |
updateCustomerClassification
Updates a customer classification. The customer classification is identified by providing the primary key of the customer classification.
Life Cycle Status: Active
Request Payload
| Element Name | Type | Description |
|---|---|---|
|
customerClassification |
Sales Cloud Customer Classification |
Customer classification to be updated. |
Response Payload
| Element Name | Type | Description |
|---|---|---|
|
result |
{http://xmlns.oracle.com/apps/crmCommon/salesParties/customerClassificationService/}CustomerClassificationResult |
The customer classification which is updated. |
deleteCustomerClassification
Removes a classification from a customer.
Life Cycle Status: Active
Request Payload
| Element Name | Type | Description |
|---|---|---|
|
customerClassification |
Sales Cloud Customer Classification |
Customer classification to be removed. |
Response Payload
| Element Name | Type | Description |
|---|---|---|
|
result |
{http://xmlns.oracle.com/adf/svc/types/}MethodResult |
Not applicable. |
mergeCustomerClassification
Performs a merge on the customer classification. It will perform an update if the object exists or an insert if the object doesn't exist.
Life Cycle Status: Active
Request Payload
| Element Name | Type | Description |
|---|---|---|
|
customerClassification |
Sales Cloud Customer Classification |
Customer classification to be merged. |
Response Payload
| Element Name | Type | Description |
|---|---|---|
|
result |
{http://xmlns.oracle.com/apps/crmCommon/salesParties/customerClassificationService/}CustomerClassificationResult |
The customer classification which is merged. |
findCustomerClassification
Finds a list of customer classifications matching the supplied criteria pertaining to the object.
Life Cycle Status: Active
Request Payload
| Element Name | Type | Description |
|---|---|---|
|
findCriteria |
{http://xmlns.oracle.com/adf/svc/types/}FindCriteria |
The criteria used to limit your query result, such as the filter (where clause), the fetch size, etc. |
|
findControl |
{http://xmlns.oracle.com/adf/svc/types/}FindControl |
This method is not currently used. |
Response Payload
| Element Name | Type | Description |
|---|---|---|
|
result |
A list of customer classification that satisfy the inbound criteria. |
processCustomerClassification
Performs a create, update, delete, or merge operation on a list of customer classification rows. It performs the specified operation on the customer classification.
Life Cycle Status: Active
Request Payload
| Element Name | Type | Description |
|---|---|---|
|
changeOperation |
string |
Indicates what action shall be performed, such as create, update, merge, or delete. |
|
customerClassification |
Sales Cloud Customer Classification |
A list of customer classifications to be processed. |
|
processControl |
{http://xmlns.oracle.com/adf/svc/types/}ProcessControl |
Control your bulk upload behavior, such as whether the valid data will be committed if there are other invalid data in the same batch, and whether the outbound will contain the key attributes only or the full object. |
Response Payload
| Element Name | Type | Description |
|---|---|---|
|
result |
A list of customer classifications that are successfully processed. |
processCSCustomerClassification
Performs a create, update, delete, or merge operation on a list of customer classification rows. The operation and objects depend on the ChangeSummary object specified.
Life Cycle Status: Active
Request Payload
| Element Name | Type | Description |
|---|---|---|
|
processData |
{http://xmlns.oracle.com/adf/svc/types/}ProcessData |
The object that is used to represent the changes that have been made. |
|
processControl |
{http://xmlns.oracle.com/adf/svc/types/}ProcessControl |
Control your bulk upload behavior, such as whether the valid data will be committed if there are other invalid data in the same batch, and whether the outbound will contain the key attributes only or the full object. |
Response Payload
| Element Name | Type | Description |
|---|---|---|
|
result |
{http://xmlns.oracle.com/adf/svc/types/}ProcessData |
Result of the operation including a list of created or updated data objects, and all warning and informational messages. |
getDfltObjAttrHints
Retrieves the user interface hints, such as the service data object label and object attribute labels, for the specified service data object and locale. As a prerequisite, invoke the getEntityList operation defined on this service to get the list of possible values for the viewName request payload element.
Life Cycle Status: Active
Request Payload
| Element Name | Type | Description |
|---|---|---|
|
viewName |
string |
The service view usage name, which is an internal name for the service data object. Specify the value of the <name> element from the getEntityList operation response payload. |
|
localeName |
string |
The locale to use when evaluating locale-based user interface hints. The localeName is in ISO 639-1 format. |
Response Payload
| Element Name | Type | Description |
|---|---|---|
|
result |
{http://xmlns.oracle.com/adf/svc/types/}ObjAttrHints |
The label and user interface hints for the specified service data object and its attributes in a name-value pair format. |
getServiceLastUpdateTime
Returns the date and time when the schema files referenced in the service definition last changed.
Life Cycle Status: Active
Request Payload
Response Payload
| Element Name | Type | Description |
|---|---|---|
|
result |
{http://xmlns.oracle.com/adf/svc/types/}dateTime-Timestamp |
The date and time when the service definition last changed in ISO 8601 format. |
getEntityList
Gets a list of service data objects defined on this service.
Life Cycle Status: Active
Request Payload
Response Payload
| Element Name | Type | Description |
|---|---|---|
|
result |
{http://xmlns.oracle.com/adf/svc/types/}ServiceViewInfo |
A list of service data objects defined on this service. For each service data object, the result includes the QName, internal name, and Boolean values indicating whether create, update, merge, and delete operations can be performed on the object. |
Security
The following tables list the privileges required to perform the service operations, and the duty roles that each privilege is granted to.
Service Operations to Privileges Mapping
| Operation Name | Privilege Code | Privilege Name | Privilege Description |
|---|---|---|---|
|
processCustomerClassification |
ZCM_MANAGE_SALES_PARTY_CLASSIFICATIONS_PRIV |
Manage Sales Party Classifications |
Allows creation and maintenance of sales party classification. |
|
getCustomerClassification |
ZCM_VIEW_SALES_PARTY_CLASSIFICATIONS_PRIV |
View Sales Party Classifications |
Allows viewing of sales party classifications. |
|
processCSCustomerClassification |
ZCM_MANAGE_SALES_PARTY_CLASSIFICATIONS_PRIV |
Manage Sales Party Classifications |
Allows creation and maintenance of sales party classification. |
|
createCustomerClassification |
ZCM_MANAGE_SALES_PARTY_CLASSIFICATIONS_PRIV |
Manage Sales Party Classifications |
Allows creation and maintenance of sales party classification. |
|
findCustomerClassification |
ZCM_VIEW_SALES_PARTY_CLASSIFICATIONS_PRIV |
View Sales Party Classifications |
Allows viewing of sales party classifications. |
|
deleteCustomerClassification |
ZCM_MANAGE_SALES_PARTY_CLASSIFICATIONS_PRIV |
Manage Sales Party Classifications |
Allows creation and maintenance of sales party classification. |
|
updateCustomerClassification |
ZCM_MANAGE_SALES_PARTY_CLASSIFICATIONS_PRIV |
Manage Sales Party Classifications |
Allows creation and maintenance of sales party classification. |
|
mergeCustomerClassification |
ZCM_MANAGE_SALES_PARTY_CLASSIFICATIONS_PRIV |
Manage Sales Party Classifications |
Allows creation and maintenance of sales party classification. |
Privileges to Duty Roles Mapping
| Privilege Code | Granted to Duty Role Code | Granted to Duty Role Name | Granted To Duty Role Description |
|---|---|---|---|
|
ZCM_MANAGE_SALES_PARTY_CLASSIFICATIONS_PRIV |
ORA_ZCM_SR_SALES_PARTY_MANAGEMENT |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
|
ZCM_MANAGE_SALES_PARTY_CLASSIFICATIONS_PRIV |
ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY |
Marketing Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts. |
|
ZCM_MANAGE_SALES_PARTY_CLASSIFICATIONS_PRIV |
ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY |
Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
|
ZCM_VIEW_SALES_PARTY_CLASSIFICATIONS_PRIV |
ORA_ZCM_SR_SALES_PARTY_MANAGEMENT |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
|
ZCM_VIEW_SALES_PARTY_CLASSIFICATIONS_PRIV |
ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY |
Marketing Sales Party Management |
Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts. |
|
ZCM_VIEW_SALES_PARTY_CLASSIFICATIONS_PRIV |
ORA_ZCM_SALES_PARTY_REVIEW_DUTY |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Duty Roles to Duty or Job Roles Mapping
| Duty Role Code | Granted to Duty or Job Role Code | Granted to Duty or Job Role Name | Granted To Duty or Job Role Description |
|---|---|---|---|
|
ORA_ZCM_SALES_PARTY_REVIEW_DUTY |
ORA_OKC_ALL_BUSINESS_UNITS_CONTRACT_INQUIRY_DUTY_CRM |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
|
ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY |
ORA_OKC_ALL_BUSINESS_UNITS_CONTRACT_INQUIRY_DUTY_CRM |
Contract View Access Across All Contracts |
Views all contracts across an enterprise. |
|
ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY |
ORA_ZCM_SALES_PARTY_REVIEW_DUTY |
Sales Party Review |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
|
ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY |
ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY |
Trading Community Import Batch Management |
Manages trading community data import batches. |
|
ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY |
ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY |
Trading Community Import Batch Management |
Manages trading community data import batches. |